Kodiak Gas Services (KGS) vs Plains GP L.P. (PAGP)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Plains GP L.P. (PAGP) has outperformed Kodiak Gas Services (KGS) over the past year, gaining 54.7% versus a gain of 52.1%. Plains GP L.P. is the larger company by market cap ($6.20 billion vs $5.41 billion), about 1.1 times the size, while Kodiak Gas Services is growing revenue faster (+12.8% vs -9.5%). On valuation, Plains GP L.P. trades at a lower forward P/E (12.9x vs 16.8x for Kodiak Gas Services).
Plains GP L.P. offers the higher dividend yield (6.13% vs 3.67%). Kodiak Gas Services converts more of its revenue into profit, with a net margin of 6.2% versus 0.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | KGS | PAGP |
|---|---|---|
| Share price | $53.47 | $26.62 |
| Market cap | $5.41B | $6.20B |
| 1-day change | -0.19% | +0.19% |
| YTD return | +42.97% | +39.08% |
| 1-year return | +52.08% | +54.68% |
| 5-year return | — | +126.94% |
| P/E ratio (TTM) | 62.17 | 60.50 |
| Forward P/E | 16.85 | 12.89 |
| EPS (TTM) | $0.86 | $0.44 |
| Dividend yield | 3.67% | 6.13% |
| Annual dividend | $1.96 | $1.63 |
| Revenue (latest FY) | $1.31B | $44.26B |
| Revenue growth (YoY) | +12.83% | -9.46% |
| Net income (latest FY) | $80.52M | $260.00M |
| Gross margin | 63.31% | 8.65% |
| Operating margin | 25.99% | 3.23% |
| Net margin | 6.16% | 0.59% |
| 52-week high | $77.68 | $28.70 |
| 52-week low | $32.55 | $16.68 |
| Distance from 52-week high | -31.17% | -7.25% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +54.72% | -2.03% |
| Average volume | 1.78M | 1.66M |
| Shares outstanding | 101.10M | 197.90M |
| Employees | 1,300 | — |
| Sector | Utilities | Energy |
| Industry | Natural Gas Distribution | Natural Gas Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Plains GP L.P. offers a meaningfully higher dividend yield (6.13% vs 3.67%).
- Kodiak Gas Services is more profitable, keeping 6.2 cents of every revenue dollar as net income versus 0.6 cents for Plains GP L.P..
- Kodiak Gas Services grew revenue faster in its latest fiscal year (+12.83% vs -9.46%).
- The two companies sit in different sectors: Kodiak Gas Services in Utilities and Plains GP L.P. in Energy.
About Kodiak Gas Services
KGS stock →Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States.
Utilities · Natural Gas Distribution · 1,300 employees
About Plains GP L.P.
PAGP stock →Plains GP Holdings, L.P., through its subsidiary, Plains All American Pipeline, L.P., owns and operates midstream infrastructure systems in the United States and Canada. It operates through Crude Oil and Natural Gas Liquids (NGLs) segments.
Energy · Natural Gas Distribution
KGS vs PAGP FAQ
Which is bigger, Kodiak Gas Services or Plains GP L.P.?
Plains GP L.P. (PAGP) is larger, with a market capitalization of $6.20B compared with $5.41B for Kodiak Gas Services (KGS).
Which stock has performed better over the past year, KGS or PAGP?
PAGP returned +54.68% over the past 12 months, compared with +52.08% for KGS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, KGS or PAGP?
PAGP has the lower trailing P/E at 60.5, versus 62.2 for KGS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Kodiak Gas Services or Plains GP L.P.?
Plains GP L.P. has the higher yield at 6.13%, compared with 3.67% for Kodiak Gas Services.
Are Kodiak Gas Services and Plains GP L.P. in the same industry?
Yes. Both are classified in the Natural Gas Distribution industry within the Utilities sector.